Learn About Term Sheets - What To Know Before Signing One

Chris Benjamin, Instructor, MBA and CFO

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19 Videos (56m)
    • Course Introduction

      1:32
    • Instructor Introduction

      3:02
    • What To Know Summary

      3:36
    • More Stakeholders

      3:32
    • Stipulations from the VC Round

      5:11
    • Being VC Backed May or May Not Help

      2:46
    • The Down Round

      2:50
    • Impact Of A New Round On Future Rounds

      2:38
    • Tips and Strategies Overview

      1:03
    • Involve the Appropriate Attorneys

      2:47
    • Think Through Future Company Needs

      3:04
    • Discuss With Board and VCs Their Expectations

      2:34
    • Determine Expectations Of New Investors

      3:36
    • Dilution and Its Impact

      3:26
    • Dos and Donts

      3:44
    • Case Study 1 Perpetual Startup

      2:13
    • Case Study 2 Public Company Private Investors

      3:14
    • Case Study 3 The IPO

      2:16
    • Course Conclusion

      2:34

About This Class

Investor Term Sheets can be complicated and need to be fully understood before signing. Learn about Term Sheets!

** New Course for 2018! **

Term sheets are complex at best.  Long legal documents which have many specific stipulations which will impact your company as it grows. Learn how to navigate the world of 2nd round term sheets, making sure you, your board, past investors and employees all will gain the process and not lose value.

In this course we focus on a company who already has a first round of funding, and now is looking at a second round.  What does this mean for the initial investor? What terms and conditions from the original term sheet will impact the second, and maybe future, rounds as well?  What conditions and terms should you be aware of that are most important? All this and more is covered in this course as they relate to term sheets.

What We Do In The Course:  

  • Stakeholders - who are they, what are their incentives
  • Venture Capital - is being venture capital backed good or bad
  • The impact on future rounds of funding by taking on funding now
  • Attorney involved in the process
  • Expectation setting
  • Valuation and dilution
  • IPOs and Exit Strategy and its impact on terms
  • And Much More!!!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  

Chris Benjamin, MBA & CFO is a seasoned professional with over 20 years experience in accounting, finance, venture capital, angel investors and term sheets.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Chris Benjamin, Instructor, CFO & MBA

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Chris Benjamin

Instructor, MBA and CFO